SolutionBuilder®

How Do I Do a Relevant Life Quote?

114 views 10/02/2020 18/11/2021 3

Relevant life products will show up on the results page along with the other Business protection plans.  You can’t select to only see relevant life plans – when the plans are relevant life this will be clear in the product title on the comparison page.

To do a Relevant life quote, click on ‘Business Protection’ on the benefit summary page. Enter the quote details then click ‘Quote Now’.

If you do not see any quotes that have relevant life in their product name click on ‘Providers not Quoting’  to see why they have filtered out. Common reasons would be adding on waiver of premium or adding in CIC on an additional basis.

 

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